Categories
Australian Shares
Macro Morning
Friday night saw the release of the latest US jobs print – the non-farm payrolls or NFP for May – which came in on expectations although revisions and internal numbers show building weakness from the start of the year.
Chris Becker
24 days ago
4
Macro Afternoon
Chris Becker
27 days ago
27
Is it a bear market rally?
The Market Ear on the nature of the rally. Range mania continues SPX remains stuck inside the 5800/6000 range (futures).
David Llewellyn-Smith
27 days ago
Macro Morning
Last night saw the ketamine Nazi having a Twitter/X stoush with the Adderall TACO-baby online after their recent public divorce, with Trump threat of taking away Tesla’s subsidies sending its stock price down over 14%.
Chris Becker
27 days ago
7
Macro Afternoon
Stock markets were quite mixed in the Asian session today without a solid lead from Wall Street as concerns over rare earth metal supply held back Japanese equities while currency markets are awaiting tonight’s ECB meeting.
Chris Becker
28 days ago
23
Macro Morning
Last night saw the release of the latest US ISM services and private jobs data reports and both slumped below market expectations, halting the mini rally on Wall Street and tanking the USD once again.
Chris Becker
28 days ago
6
Macro Afternoon
Its still all about the art of the deal as the Trump regime struggles to find anyone wanting to come to the table with more tit for tat accusations between China still not yet upsetting risk markets.
Chris Becker
29 days ago
13
Love the hated rally to ATH!
The Market Ear on the hated rally.
David Llewellyn-Smith
29 days ago
Macro Morning
Last night saw the release of the latest EU flash inflation figures which imply some building deflationary pressures while the latest US factory orders blew up to a new low, reinforcing the damage done by the Trump regime’s tariff “plan”.
Chris Becker
29 days ago
3
Macro Afternoon
A lot of macro events and geopolitics hit risk markets today but was mostly absorbed outside of currencies as the USD hit a six week low on a combination of the burgeoning world wide trade war started by the Trump regime and the growing slowdown in the domestic US economy.
Chris Becker
30 days ago
18
Macro Morning
It was all about the TACO trade overnight as Wall Street rallied on an extension of Chinese tariff pauses despite a lot of vitriol between Trump and the Middle Kingdom about breaking the recent trade deal.
Chris Becker
30 days ago
8
Macro Afternoon
More hesitation on risk markets as the weekend news of increased tensions on Chinese and US trade, including more off the cuff tariff announcements from the TACO-in-Chief unsettles the new start to the trading month.
Chris Becker
1 month ago
34
Feasting on the Trump TACO
The Market Ear with a May cleanup.
David Llewellyn-Smith
1 month ago
6
Macro Morning
Chris Becker
1 month ago
2
Macro Afternoon
The TACO in Chief is again threatening more tariffs on the EU just 24 hours after a yeah-nah decision by US courts to remove then reinstate the global tariffs, which of course is translating into a lot of hesitation on risk markets.
Chris Becker
1 month ago
22
Stuck in the middle with Trump
The Market Ear on the market paralysis.
David Llewellyn-Smith
1 month ago
Macro Morning
Overnight saw the Trump regime’s tariffs put back in place on appeal, causing more indecision and uncertainty in risk markets coupled with a series of bad domestic economic news for the USA.
Chris Becker
1 month ago
2
Macro Afternoon
The big news of the day is a possible reversal of ALL of the Trump regime’s tariffs (except steel/aluminium) due to a court order, although it remains to be seen if Don Taco will actually abide by the legal decision.
Chris Becker
1 month ago
18
Macro Morning
The release of a set of “real” FOMC minutes sent Wall Street lower overnight as the Fed reiterated its fears about a US recession in the wake of the Trump regime’s tariffs, even with all the TACO drippings that seem to follow each new threat and bluster.
Chris Becker
1 month ago
Macro Afternoon
A couple of comments from the BOJ over the Japanese bond market and the ongoing trade war with the US didn’t upset most risk markets in Asia as they move in correlation with a resurgent Wall Street.
Chris Becker
1 month ago
44
Love the hated rally
The Market Ear looks at the hated rally.
David Llewellyn-Smith
1 month ago
Macro Morning
Wall Street returned with a bang after its long weekend break with a 2% plus surge across the board in response to the 180 degree spinning top EU Trump tariffs, which should give Asian equities a bounce on the open this morning.
Chris Becker
1 month ago
1
Macro Afternoon
Risk markets in Asia are doing a little better despite the lack of a lead from a closed Wall Street with the focus on positive Chinese industrial production numbers.
Chris Becker
1 month ago
25
Stocks stuck in the mind of a child president
The Market Ear with more.
David Llewellyn-Smith
1 month ago
3
Macro Morning
With Wall Street closed for the long weekend, most risk markets reacted positively to the 180 degree spinning top EU tariffs by the Trump regime, with European shares taking back their Friday night losses.
Chris Becker
1 month ago
3
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